1. Have you given us access to this Hubspot account?

  2. What Hubspot tier is this account on?

  3. Please tell us about the company to be audited, what it does, what are its main objectives? 

  4. Can you tell us how this company uses the CRM, what was the main objective to acquire Hubspot?

  5. What is the goal of this Audit?

  6. Is there anything specific you need us to take a look at and give you recommendations to improve? 
    Please select:
    * Marketing
    * Sales
    * Contacts
    * Services

  7. If you selected Sales: What are your client’s sales team biggest challenges? What are the bottlenecks that are blocking you to be more productive?

  8. If you selected Marketing: What are your client’s marketing team biggest challenges? Lead quality, data analysis, attribution modes, etc

  9. Is there any additional information that you consider important for us to know to meet the audit goal?